Occidental Asset Management, LLC
Burlingame CA · SEC CIK 0001770994
$8.44亿2026Q1 申报市值
284持仓数
33.5%前十大占比 · 第一大 6.7%
34 / 41新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SGOV 新建仓+$2,126.98万
AMZN 加仓+$319.03万
IAGG 加仓+$212.30万
WISDOMTREE TR 加仓+$209.92万
HYG 加仓+$209.20万
2026Q1 卖出最多 按季末市值估算
AMAT 减仓-$857.85万
XLC 减仓-$305.28万
IWF 减仓-$289.27万
CAT 减仓-$197.73万
SCCO 减仓-$190.18万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| XLV | SELECT SECTOR SPDR TR | $132.51万 | 0.16% | 9,038 | 674 | 8.1% | $9.88万 | 加仓 |
| IWR | ISHARES TR | $126.02万 | 0.15% | 12,961 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $124.86万 | 0.15% | 13,625 | 9,288 | 214.2% | $85.12万 | 加仓 |
| GLD | SPDR GOLD TR | $122.89万 | 0.15% | 2,856 | 491 | 20.8% | $21.13万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $115.84万 | 0.14% | 12,248 | 251 | 2.1% | $2.37万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $114.67万 | 0.14% | 10,131 | 43 | 0.4% | $4,867 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $112.67万 | 0.13% | 10,000 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $111.13万 | 0.13% | 11,502 | 281 | 2.5% | $2.72万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $110.98万 | 0.13% | 6,712 | 620 | 10.2% | $10.25万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $107.08万 | 0.13% | 21,690 | 2,013 | 10.2% | $9.94万 | 加仓 |
| CWB | SPDR SERIES TRUST | $104.31万 | 0.12% | 11,397 | -327 | -2.8% | -$2.99万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $101.36万 | 0.12% | 4,146 | 107 | 2.6% | $2.62万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $100.96万 | 0.12% | 6,990 | 1,501 | 27.3% | $21.68万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $100.90万 | 0.12% | 1,013 | 185 | 22.3% | $18.43万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $100.55万 | 0.12% | 4,675 | -24 | -0.5% | -$5,162 | 减仓 |
| MA | MASTERCARD INCORPORATED | $99.50万 | 0.12% | 1,991 | 299 | 17.7% | $14.94万 | 加仓 |
| IWD | ISHARES TR | $96.24万 | 0.11% | 4,504 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $96.08万 | 0.11% | 3,935 | 488 | 14.2% | $11.92万 | 加仓 |
| IJH | ISHARES TR | $92.71万 | 0.11% | 13,729 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $89.06万 | 0.11% | 11,859 | 600 | 5.3% | $4.51万 | 加仓 |
| ORCL | ORACLE CORP | $88.24万 | 0.10% | 5,998 | -61 | -1.0% | -$8,974 | 减仓 |
| VLO | VALERO ENERGY CORP | $88.06万 | 0.10% | 3,564 | 561 | 18.7% | $13.86万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $88.05万 | 0.10% | 44,111 | -1,925 | -4.2% | -$3.84万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $87.72万 | 0.10% | 9,400 | 169 | 1.8% | $1.58万 | 加仓 |
| IWM | ISHARES TR | $86.51万 | 0.10% | 3,488 | 88 | 2.6% | $2.18万 | 加仓 |
| KO | COCA COLA CO | $85.14万 | 0.10% | 11,195 | 79 | 0.7% | $6,008 | 加仓 |
| IYW | ISHARES TR | $81.75万 | 0.10% | 4,506 | -140 | -3.0% | -$2.54万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $80.60万 | 0.10% | 7,396 | 822 | 12.5% | $8.96万 | 加仓 |
| TJX | TJX COS INC NEW | $79.46万 | 0.09% | 4,976 | 1,168 | 30.7% | $18.65万 | 加仓 |
| MO | ALTRIA GROUP INC | $76.98万 | 0.09% | 11,666 | 1,596 | 15.8% | $10.53万 | 加仓 |
| IEFA | ISHARES TR | $76.60万 | 0.09% | 8,461 | -33 | -0.4% | -$2,987 | 减仓 |
| SYK | STRYKER CORPORATION | $74.79万 | 0.09% | 2,276 | 42 | 1.9% | $1.38万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $73.78万 | 0.09% | 14,563 | 20 | 0.1% | $1,013 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $73.16万 | 0.09% | 7,302 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $72.30万 | 0.09% | 6,679 | 1,271 | 23.5% | $13.76万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $71.18万 | 0.08% | 4,866 | 1,273 | 35.4% | $18.62万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $70.92万 | 0.08% | 4,385 | 221 | 5.3% | $3.57万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $68.80万 | 0.08% | 19,430 | 9,555 | 96.8% | $33.83万 | 加仓 |
| KLAC | KLA CORP | $67.88万 | 0.08% | 461 | -23 | -4.8% | -$3.39万 | 减仓 |
| PEP | PEPSICO INC | $67.70万 | 0.08% | 4,359 | 73 | 1.7% | $1.13万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $66.81万 | 0.08% | 13,392 | -605 | -4.3% | -$3.02万 | 减仓 |
| COP | CONOCOPHILLIPS | $66.58万 | 0.08% | 5,044 | 43 | 0.9% | $5,676 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $65.84万 | 0.08% | 3,040 | 80 | 2.7% | $1.73万 | 加仓 |
| RTX | RTX CORPORATION | $64.87万 | 0.08% | 3,363 | 14 | 0.4% | $2,701 | 加仓 |
| ABT | ABBOTT LABORATORIES | $64.81万 | 0.08% | 6,312 | 50 | 0.8% | $5,133 | 加仓 |
| YUM | YUM BRANDS INC | $64.65万 | 0.08% | 4,158 | 818 | 24.5% | $12.72万 | 加仓 |
| APP | APPLOVIN CORP | $63.60万 | 0.08% | 1,598 | 70 | 4.6% | $2.79万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $63.31万 | 0.08% | 2,747 | -5 | -0.2% | -$1,152 | 减仓 |
| — | INNOVATOR ETFS TRUST | $62.43万 | 0.07% | 32,857 | 9,900 | 43.1% | $18.81万 | 加仓 |
| BRO | BROWN & BROWN INC | $62.26万 | 0.07% | 9,548 | -43 | -0.4% | -$2,804 | 减仓 |
| SHYD | VANECK ETF TRUST | $60.89万 | 0.07% | 26,871 | -448 | -1.6% | -$1.02万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $57.26万 | 0.07% | 7,902 | -1,355 | -14.6% | -$9.82万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $56.68万 | 0.07% | 11,290 | 187 | 1.7% | $9,388 | 加仓 |
| WFC | WELLS FARGO & CO | $55.97万 | 0.07% | 7,031 | 235 | 3.5% | $1.87万 | 加仓 |
| F | FORD MTR CO | $55.49万 | 0.07% | 48,088 | 739 | 1.6% | $8,528 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $53.31万 | 0.06% | 10,653 | 1,526 | 16.7% | $7.64万 | 加仓 |
| USHY | ISHARES TR | $51.93万 | 0.06% | 14,096 | -465 | -3.2% | -$1.71万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $51.70万 | 0.06% | 855 | 78 | 10.0% | $4.72万 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $50.42万 | 0.06% | 25,145 | -5 | -0.0% | -$100 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $50.25万 | 0.06% | 1,090 | -249 | -18.6% | -$11.48万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $50.24万 | 0.06% | 16,853 | 16,853 | — | $50.24万 | 新建仓 |
| BAC | BANK AMERICA CORP | $50.21万 | 0.06% | 10,300 | 28 | 0.3% | $1,365 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $49.92万 | 0.06% | 8,230 | 544 | 7.1% | $3.30万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $49.23万 | 0.06% | 9,656 | 9,656 | — | $49.23万 | 新建仓 |
| NVS | NOVARTIS AG | $48.71万 | 0.06% | 3,189 | 197 | 6.6% | $3.01万 | 加仓 |
| RMD | RESMED INC | $48.55万 | 0.06% | 2,163 | 464 | 27.3% | $10.41万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $48.43万 | 0.06% | 3,021 | 942 | 45.3% | $15.10万 | 加仓 |
| IBHF | ISHARES TR | $48.28万 | 0.06% | 21,039 | 2,605 | 14.1% | $5.98万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $47.83万 | 0.06% | 19,327 | 19,327 | — | $47.83万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $46.99万 | 0.06% | 7,333 | 80 | 1.1% | $5,127 | 加仓 |
| MUB | ISHARES TR | $46.64万 | 0.06% | 4,394 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $45.37万 | 0.05% | 7,406 | 236 | 3.3% | $1.45万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $45.13万 | 0.05% | 534 | -7 | -1.3% | -$5,916 | 减仓 |
| MCD | MCDONALDS CORP | $44.91万 | 0.05% | 1,445 | -4 | -0.3% | -$1,243 | 减仓 |
| SHOP | SHOPIFY INC | $44.78万 | 0.05% | 3,775 | 2 | 0.1% | $237 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $44.68万 | 0.05% | 1,030 | -175 | -14.5% | -$7.59万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $44.40万 | 0.05% | 4,810 | 1,574 | 48.6% | $14.53万 | 加仓 |
| MCK | MCKESSON CORP | $43.87万 | 0.05% | 507 | 138 | 37.4% | $11.94万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $43.66万 | 0.05% | 1,272 | 394 | 44.9% | $13.52万 | 加仓 |
| CSHI | NEOS ETF TRUST | $42.49万 | 0.05% | 8,536 | 8,536 | — | $42.49万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $42.37万 | 0.05% | 1,493 | 524 | 54.1% | $14.87万 | 重新持有 |
| VCIT | VANGUARD SCOTTSDALE FDS | $42.25万 | 0.05% | 5,106 | -1,540 | -23.2% | -$12.74万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $41.13万 | 0.05% | 4,637 | 200 | 4.5% | $1.77万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $40.94万 | 0.05% | 12,066 | 12,066 | — | $40.94万 | 新建仓 |
| SRE | SEMPRA | $40.87万 | 0.05% | 4,206 | 49 | 1.2% | $4,761 | 加仓 |
| — | INNOVATOR ETFS TRUST | $40.53万 | 0.05% | 12,958 | 12,958 | — | $40.53万 | 新建仓 |
| UVE | UNIVERSAL INS HLDGS INC | $40.28万 | 0.05% | 11,793 | 1,380 | 13.3% | $4.71万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $40.00万 | 0.05% | 12,040 | 390 | 3.3% | $1.30万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $39.56万 | 0.05% | 836 | 257 | 44.4% | $12.16万 | 加仓 |
| MINT | PIMCO ETF TR | $39.41万 | 0.05% | 3,919 | -1,462 | -27.2% | -$14.70万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $39.15万 | 0.05% | 4,775 | -2,896 | -37.8% | -$23.74万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $39.06万 | 0.05% | 3,008 | 77 | 2.6% | $9,998 | 加仓 |
| ROST | ROSS STORES INC | $38.37万 | 0.05% | 1,771 | 52 | 3.0% | $1.13万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $38.00万 | 0.05% | 8,281 | -1,831 | -18.1% | -$8.40万 | 减仓 |
| ADBE | ADOBE INC | $36.78万 | 0.04% | 1,513 | 603 | 66.3% | $14.66万 | 加仓 |
| APH | AMPHENOL CORP | $36.64万 | 0.04% | 2,900 | 63 | 2.2% | $7,960 | 加仓 |
| — | INNOVATOR ETFS TRUST | $36.19万 | 0.04% | 10,500 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $36.17万 | 0.04% | 15,634 | 40 | 0.3% | $926 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.12万 | 0.04% | 1,039 | 1,039 | — | $35.12万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $34.49万 | 0.04% | 4,351 | 4,351 | — | $34.49万 | 新建仓 |